---
title: "Features · Upclient"
description: "Every Upclient feature: forms, contracts, e-signatures, file uploads, embeds, portal pages, messages, notifications, review and branding."
url: https://upclient.app/features
---

# Everything you need from a client, in one place

Upclient is a client portal and a workflow engine. These are the pieces you build each client’s onboarding from.

[Get started](http://app.localhost:4400/signup) [Read the docs](https://upclient.app/docs)

- [## Workflows Thirteen triggers and eight actions. Send the emails, open the next task and tell your team, for every client. Learn more](https://upclient.app/workflows)
- [## Client portal Each client signs in to one place with their tasks in order, their files, their messages and your pages. Learn more](https://upclient.app/portal)

## What clients complete

Task actions the client finishes in the portal. A task completes when every action on it is done.

- [### Forms Questionnaires with conditional questions and repeatable groups. Every submission stays with the project.](https://upclient.app/features/forms)
- [### Contracts Templates with smart fields. The client signs in the portal, you countersign, both keep the PDF.](https://upclient.app/features/contracts)
- [### E-signatures A drawn or typed sign-off on a design or a decision, right on the task.](https://upclient.app/features/e-signatures)
- [### File uploads Ask for a set number of files, and choose which project files clients can see.](https://upclient.app/features/file-uploads)
- [### Embeds Booking calendars, videos and documents inside a task or a portal page.](https://upclient.app/features/embeds)

## What clients see

The portal itself, in your brand, with the pages you publish next to their tasks.

- [### Portal pages A welcome note, a timeline or a brief, with text, an embed and a form.](https://upclient.app/features/portal-pages)
- [### Branding Your logo, colour, header image and navigation layout on every portal.](https://upclient.app/features/branding)

## How the work keeps moving

Conversations, notifications and review, so nothing waits on someone remembering.

- [### Messages Project conversations with internal replies, restricted threads and mentions.](https://upclient.app/features/messages)
- [### Notifications and reminders Your team hears when clients act. Clients get reminders before and after a due date.](https://upclient.app/features/notifications)
- [### Review and approve Finished work waits for your approval, or goes back with a note.](https://upclient.app/features/review)

## Set up your first client in an afternoon

Start from a template, invite a client, and let the workflow do the chasing.

[Get started](http://app.localhost:4400/signup) [Read the docs](https://upclient.app/docs)